Context: This guide covers the ability to add and manage users and their roles within your organisation.
Help: Looking to onboard employees instead? Here are your options.
- Click the Settings buttons.
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Click the User menu.
- In this section, you can manage the users of your portal, invite new users, and assign roles. You can view existing users and invite new users to your portal.
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Click the Invite User button.
Note: The user assigned as your org's primary contact will be identified with a badge.
- Complete the following fields:
- Given name.
- Family name.
- Email.
- Roles.
- Click the Send Invite button.
- When you invite a user to your portal, the user will then receive an email with a link to create their account for your organisation.
- Once you send the invite, the new user will appear in your list of users as invited. You can click the Three Dots button and click the Resend Invite button.
- To edit a user's role, click the Three Dots button and click the Edit button.
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On the user details screen, you can click on the Role definitions tool-tip to see a summary of the different roles and their abilities.
Note: To learn more about the different user roles and permissions, visit User Roles & Their Capabilities.
- After reading the role definitions summary, click on the Roles tab to view their current roles and select any additional roles you wish to assign. Once you've made your selections, click the Save button.
- After clicking the Save button, you will be redirected back to the Users page. You can then hover your mouse over the role section for that user to view the roles that have been assigned to them.
- To remove a user, click on Three Dots button and click the Remove User button.
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In the confirmation pop up, click the Remove button.
Note: You are unable to remove a user if they are the primary contact. You can assign a new primary contact via Organisation Details.
Help: For assistance updating the Primary contact, see Organisation Details for step-by-step guidance.